Introduction

This guide gives an overall view of each role.



ScholarshipUniverse Roles


  • School Admin - This role has full access to all functionality. Typically assigned to a Director of Financial Aid/Scholarships
  • Scholarship Manager - This role manages cycles, scholarships, applications, and questions (both matching and application).
  • Scholarship Viewer - This role has access to view all scholarships, but unable to make any edits to them.
  • Review Manager - This role manages committees and review pools.
  • Reviewer - This role is given to committee members in order to review and score applications.
  • Award Manager - This role manages awarding scholarships and notifications.
  • Award Post Manager - This role manages posting notified awards to the SIS system.
  • Thank You Coordinator - This role manages the approval process of thank you's required for scholarship awarding.
  • Counselor/Advisor - This role is given to users who will have access to view and edit student profiles.
  • Help Desk - This role is given to help desk users who will have access to view student profiles, but unable to make edits to them.
  • Donor Manager - This role manages donors tied to scholarships.
  • Donor - This role is given to donor users in order to access the donor portal and view the status to scholarships they are associated to.


Below is a more detailed breakdown of the roles and rights. Attached is the excel version.


User Role Review
School Admin
Scholarship Manager
Award Manager
Review Manager
Donor Manager
Reviewer
Donor
Help Desk
Counselor/Advisor
Thank You Coordinator
Award Post Manager
Scholarship Viewer

Full
Full
Full
Full
Full
Full
Full
Read Only
Full
Full
Full
Read only
Read only
School Settings
Basic  
X












Organizations
X












Import Org/Dept
X












Import Org/Dept Members
X












Award Years
X












Terms
X












Majors & Programs
X












Import Majors & Programs
X












Communication (Coming Soon)
X












Integration (Coming Soon)
X












Block Scholarships (Coming Soon)
X












Resource Management (Coming Soon)
X












Environment
X












Fund Codes
X












Import Fund Codes
X












Documents
X












Administration
X












Plan
Cycles
X
X











Applications
X
X











Score Cards
X
X

X









Scholarships
X
X










X
Import Scholarships
X
X











Active Scholarships
X
X










X
Review Scholarships
X
X










X
Award Scholarships
X
X










X
Completed Scholarships
X
X










X
Drafted Scholarships
X
X










X
Archived Scholarships
X
X










X
(In Scholarship) General
X
X










X
(In Scholarship) Matching
X
X










X
(In Scholarship) Applicants
X
X










X
(In Scholarship) History
X
X










X
(In Scholarship) Renewal
X
X
X









X
Rollovers
X
X











Question Personalization
X
X











Question Containers
X












Donors
X
X


X








Import Donors
X
X


X








Thank You Templates
X
X











Review 
Add Reviewer Role (Coming Soon)
X


X









Manage Committees
X


X









Import Committees
X


X









Import Committee Members
X


X









Manage Pools
X


X









Pools - Reviewing
X


X









Pools - Ready to Award
X


X









Pools - Complete
X


X









Review Applications
X




X







Open Applications
X












Closed Applications
X












Award
Award Views
X

X










Notify
X

X








X

Thank you Approval (Panel)
X








X



Thank You Pending
X








X



Thank You Approved
X








X



Thank You Rejected
X








X



Thank You Cancelled
X








X



Smart Ranks Summary
X

X










Smart Ranks Modal
X

X










Post
X









X


Search Awards (Coming Soon)
X

X







X


Dashboard
Dashboard (Coming Soon)
X
X
X
X
X
X
X
X
X
X
X
X
X
Reports
Reports (Coming Soon)
X
X
X
X




X




General
Donor Portal (Coming Soon)






X






Student Summary Page (Coming Soon)
X

X




X
X